Initiate a Pre-Payment

Pre-payments are limited cases where payment is required prior to the receipt of goods or services. The pre-payment process only applies to purchase order-based purchases. Refer to the Make a Purchase process to confirm that the purchase should be a purchase order.

To initiate a Pre-Payment

  1. Determine the need for a pre-payment.
  2. Confirm that the purchase is via purchase order (PO).
  3. Follow the purchase order process (it is advisable to include "pre-payment" in the product description).
  4. Once the PO is approved, prepare and submit the Pre-Payment Form (with PO number) within RU Marketplace.
    • Go to the left-hand side Shop menu and click on Shopping
    • Under Go To, click View Forms
    • Click on Supplemental Forms under Shared Forms
    • Select Pre-Payment Request form
  5. Provide the information requested on the form, including the PO number.
  6. Submit the form for approval.
  7. Track the status of the pre-payment RU Marketplace.  Status can be checked by inputting a requisition number, purchase order or invoice number in the search bar on the upper right-hand side of the homepage. Use the Execute a Document Search job aid for assistance.
  8. Wait for Accounts Payable to review, process and send the pre-payment.

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